TrueWealth LLC’s Fidelity Southern Corporation LION Stock Holding History

TrueWealth LLC’s Portfolio LION Stock Details LION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,282	Closed	-$40K	–	761
2019 Q2	$40K	Hold	1,282	–	–	0.02%	291
2019 Q1	$35K	Sell	1,282 -3,683	-74%	-$110K	0.02%	306
2018 Q4	$129K	Sell	4,965 -12,165	-71%	-$287K	0.07%	163
2018 Q3	$424K	Hold	17,130	–	–	0.19%	82
2018 Q2	$435K	Buy	+17,130	New	+$413K	0.21%	70

TrueWealth LLC's LION Position: Q3 2019 in Review

TrueWealth LLC sold out of Fidelity Southern Corporation (LION) in Q3 2019, closing a stake of 1,282 shares — an estimated $40K sold.

TrueWealth LLC first reported a position in LION in Q2 2018 and held it in 5 quarters. The position peaked at $435K in Q2 2018. 0 funds tracked by Wall St. Rank hold LION as of Q3 2019.

TrueWealth LLC reported no remaining Fidelity Southern Corporation position as of Q3 2019 after selling out during the quarter.
TrueWealth LLC sold 1,282 Fidelity Southern Corporation shares in Q3 2019, an estimated $40K.
TrueWealth LLC first reported a position in Fidelity Southern Corporation in Q2 2018 and held it in 5 quarters.
TrueWealth LLC's Fidelity Southern Corporation position peaked at $435K in Q2 2018.
0 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.